Prosperity Consulting Group, LLC
Top Portfolio Positions
273 positions ·
$728,469,582 total
· as of Dec 31, 2025
| Ticker | Company | Shares | Value (USD) | % of Portfolio |
|---|---|---|---|---|
| QQQ |
Invesco Qqq Trust, Series 1
|
125,306 | $76,976,728 | 10.57% |
| AAPL |
Apple Inc.
Technology
|
269,257 | $73,200,208 | 10.05% |
| SPY |
Spdr S&P 500 Etf Trust
|
53,253 | $36,314,285 | 4.99% |
| MSFT |
Microsoft Corp
Technology
|
74,309 | $35,937,318 | 4.93% |
| NVDA |
Nvidia Corp
Technology
|
161,384 | $30,098,116 | 4.13% |
| GOOGL |
Alphabet Inc.
Communication Services
|
73,251 | $22,927,563 | 3.15% |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
98,184 | $22,662,830 | 3.11% |
| AVGO |
Broadcom Inc.
Technology
|
50,287 | $17,404,330 | 2.39% |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
46,730 | $15,057,340 | 2.07% |
| LLY |
ELI LILLY & Co
Healthcare
|
10,020 | $10,768,294 | 1.48% |
Portfolio Trend
Holdings in BBDC
Export CSVShares Held
Position Value (USD)
2 of 2 shown
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-12-31 | $440,043 | 47,935 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $595,425 | 67,971 | Shares | Sole | 2025-11-14 | |
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